Running a script on a search selection

[john cesta]

Is there a way to run a script on just a search selection of records?

Thanks

[Daniel Leu]

Yes. If the search is already active you can use var records = search.getRecords();. If you want to run a specific search from your script, use var records = form.getSearchNamed('search name').getRecords();.

[john cesta]

In other words I want to run this script which totals the volume of only the selected records as in the image. But totals all the records in the form.

function Volumecontest() {

// Replace with your own code

var volume_id = ‘fld-9b16cf5c9ee4420c83274f23ba59e554’;
var total = form.getTotalOfField(volume_id);

return total;

}

Volumecontest();

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[Sam Moffatt]

Try something like this, it will only work if you’ve got a saved search active:

function Volumecontest() {
  // Replace with your own code
  var volume_id = ‘fld-9b16cf5c9ee4420c83274f23ba59e554’;
  var total = search.getTotalOfField(volume_id);
  return total;
}

[john cesta]

OK I’m doing my best. I use your code Sam and it resolves but I don’t get a result anywhere.

Here’s what I’m trying to do….
I can win an apple watch if I write more than 3,000,000 of insurance volume before the end of the year,

So I search for the policies I wrote between October and Dec 31 And have a total of volume.

Now I want to, in each record, count down from the 3,000,000 to see where I’m at.

So I reckon I need a form search to gather all the records that count and a record script to store the total of the search records in order to use the total to subtract from the 3,000,000

[Sam Moffatt]

Ok so essentially you’re wanting to treat this like a bank account where each record is a line item that has a transaction value and then updates the balance from a starting point.

Since you want to do per record storing that’s a little more nuanced, I’d actually go with a form script. I’m assuming you’re sorting records by something like date and what ever you’re using needs to be consistent. I’m going to assume this is ordered in a way that makes sense.

Something like this should do the trick:

function Calc_Balance() {
	let balance = 3000000;
	var amount_id = 'fld-454d9fcbfabd4e3fb89823668e042079';
	var balance_id = 'fld-69d8d05d722f4dda9691dd687ed3b96c';
	var transaction_date_id = 'fld-0ce56448807849699dfb2a22bb984774';
	
	for(record of form.getSearchNamed('Transaction Date: 1/10/19').getRecords())
	{
		balance -= record.getFieldValue(amount_id);
		record.setFieldValue(balance_id, balance);
	}
	document.saveAllChanges();
}

Calc_Balance();

The script is a little brute force which means it’ll rewrite everything but seems to work.

Attaching a form template that has this script and an autogenerate script in it to generate sample data quickly.

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